Clients Last update 1 year ago

Your outsourcing success, step by step. Know the ins and outs of outsourcing and benefit from everything Alpha Gold has to offer. From finding a finance professional to getting the work done, we’ll walk you through the steps to success.


Using Alpha Gold takes a simple count to five…


  1. Search. Your business needs it, our finance professionals can get the work done. With advanced search options, getting what you want just got a lot easier
  2. Choose. Keep your standards high by reading reviews and screening work samples to help you meet your perfect match
  3. Get specific. Contact your chosen finance professional to share your requirements and get the right results.
  4. Place an order. Now get back to work while your Alpha Gold finance professional work for you.
  5. Ding dong – delivery! Your finished order will arrive right in your email. Give your stamp of approval and get ready for the next task.


Tips to thrive on Alpha Gold:


  • Use filters to find the best finance professionals matches, fast.
  • Check Alpha Gold’s exclusive finance professional badges for quality assurance.
  • Request a custom order from a finance professional for your unique needs.
  • Subscribe to a finance professional’s service for ongoing success.


Expert service, hassle-free


  • Payments are protected by your delivery approval
  • 24/7 Customer support is always here to help
  • Time frames & project prices are pre-set with Alpha Gold finance professionals


Top-selling services


Get inspired by our most in-demand categories


  • Bookkeeping
  • Tax Returns
  • Financial Statements
  • Management Accounts
  • Budget & Forecasting
  • Advisory


FAQ:


How can I trust finance professionals? Are there disclosures?

Just like you, every finance professional has to accept the Alpha Gold Terms of Service when joining our platform. If you have any additional documents you would like a finance professional to sign (for example, an NDA), you can share them with the finance professional via message (as an attachment) before you place your order with them. Finance professionals must decide whether or not they agree with your terms and sign your documents before proceeding. Please also keep in mind that any additional agreement should not contradict Alpha Gold’s Terms of Service.


Are there any safety measures I need to take with finance professionals (before and after placing my order)?

In general, our Terms of Service cover most things (including confidentiality), and Alpha Gold holds payments until your order is completed. However, as we will not be able to assist in any issue that arises outside of the Alpha Gold platform, we ask that you do not share your personal contact information and avoid communicating through external platforms.


What should I do if I have issues with a finance professional mid-order?

If you are unhappy with an ongoing order, there are several options available to you. First, we always recommend trying to resolve the issue directly with the finance professional. Most often, we find that a little extra communication can go a long way. Every order page also has a resolution centre where you can propose a cancelation. If you ever feel like you need a little backup, our Customer Support team is available 24/7. Simply contact them with the details of your order and they will be happy to help.


What if I am not satisfied with the finance professional?

Should you have any issues with a finance professional resulting from an order, please keep in mind that there is a grace period of 13 days after an order has been marked complete. During this time, we can cancel the order for you. Once this period ends, the finance professional is able to withdraw payment for the order, and cancelation will be subject to the finance professional’s cooperation. For additional help, you can reach out to our Support Specialists by opening a ticket here.


What do levels indicate?

Levels are used as a quality indicator. They represent the total number of orders plus the quality a finance professional has delivered.

  • Level 1: Completed at least 10 orders on time with a minimum 4.7 rating
  • Level 2: Completed at least 50 orders on time with a minimum 4.7 rating
  • Top-Rated Finance Professional: Completed at least 100 orders on time with a minimum 4.7 rating and met Alpha Gold internal quality factors